Overview
Assets Under Management: $276 million
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,378
Discretionary Accounts: 684
Non-Discretionary Accounts: 694
Regulatory Filings
CRD Number: 304430
Filing ID: 1952333
Last Filing Date: 2025-03-14 12:08:00
Website: https://ballastfa.com